Skip to main content
Newcomer
September 30, 2024
Question

Zoom for Lightning does not pop up related record on inbound call

Hi,

 

I've installed version 2.18.1 of Zoom for Lightning. However, when I receive an inbound call for an existing Lead record, the Lead Detail page does not pop up. This highly disrupts the sales process.

The softphone settings is set to "Single-matching record: Pop detail page".

Also, the incoming call screen only has the Caller Id and Dialed Number even though I've selected "If single Lead found, display: Name, Owner Name, Lead Status, Rating, Recommended Product Type".

See screenshot: https://share.zight.com/WnuWkq27

I've already confirmed that we are using the correct softphone layout.

 

Please advise.

Thanks in advance.